Retirement plan

ATLANTIC ORAL IMPLANT AND FACIAL SURGERY, P.A. EMPLOYEES SAVINGS TRUST

Name: ATLANTIC ORAL IMPLANT AND FACIAL SURGERY, P.A. - ATLANTIC ORAL IMPLANT AND FACIAL SURGERY, P.A. EMPLOYEES SAVINGS TRUST (2018) Form 5500
Creator: ATLANTIC ORAL IMPLANT AND FACIAL SURGERY, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLANTIC ORAL IMPLANT AND FACIAL SURGERY, P.A. EMPLOYEES SAVINGS TRUST, ATLANTIC ORAL IMPLANT AND FACIAL SURGERY, P.A.

ATLANTIC ORAL IMPLANT AND FACIAL SURGERY, P.A.EIN 20-3630264Plan #001PY 2018

8918 BLAKENEY CENTRE DRIVE, SUITE 130 - CHARLOTTE, NC 28277704-541-7761atlanticomfs.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$413K

-15.5% from 2017

Total participants

+37.5% from 2017

Average account balance

$37,529

-38.5% from 2017

Annual return

-9.55%

-26.42 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$435

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-4.50%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$66K

$9450 / participant

Other / not subdivided$66K100.0%

% of EOY assets

16.025%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,529

$180,462-79.2%

$154,111-75.6%

$135,379-72.3%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-9.55%

888.17%-897.7pp

735.18%-744.7pp

519.79%-529.3pp

Employer contribution / active EE

$2,481

$6,036-58.9%

$5,298-53.2%

$4,779-48.1%

Participant deferral / active EE

$2,686

$5,806-53.7%

$5,081-47.1%

$5,609-52.1%

Admin fee / account holder

$6,014

$16,145-62.7%

$13,411-55.2%

$10,828-44.5%

ATLANTIC ORAL IMPLANT AND FACIAL SURGERY, P.A. EMPLOYEES SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLANTIC ORAL IMPLANT AND FACIAL SURGERY, P.A. EMPLOYEES SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion